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Release Updates

What’s New

July 2020

Campaigns

Email Domain Validation

For all new customers as of 7/28, you will be required to validate your email domain before sending communications through ActiveCampaign. At the point of your first send, you’ll encounter the validation prompt and then you’ll be able to further manage validated domains via Settings. This change is designed to protect you from malicious senders hoping to spoof your legitimate email address.

CRM & Pipeline Management

Deal List View

For everyone with access to the ActiveCampaign CRM, you can now view all your deals across all Pipelines, Stages, and Statuses in one list view. USers can also now export all your deals from the list view. You can still access your Deal Tasks via the “check mark” on this view. This update will help provide a clear view into all your deals in one place and allow you to identify trends quicker, instead of complex workarounds that were needed previously.

Apps & Integrations

Stripe App (Beta)

Through a partnership with Stripe, ActiveCampaign will be able to bring Stripe data directly into the platform and create/update contacts when a charge is successful/refunded, a customer is added, an invoice is created, and more! A branded Stripe trigger will be added to the ActiveCampaign platform, accessed via automations, as well as tags added to the contact when any of the above events occur.

Onboarding

“Should this be a tag?” Quiz

If you manage tags for your ActiveCampaign account, it can be challenging for you to know whether to add a piece of data as a field, tag, or list. We created a handy quiz to help you solve this question. Similar to the “Is this a field?” quiz, the three questions will help you determine whether a tag is the correct entity for the data you’re adding so you know what to do next based on how your business operates.


Language consistency for sign-up and account creation

Previously, even if you had selected a different language than English to use in your account, the location provided by the IP would override the language selection in the sign-up flow and account. Now, your language selection will be reflected across the sign up process for your account.

Mobile

Campaign Resend (iOS & Android)

Now, if you’re a mobile AC user with reporting and send permissions, you can resend broadcast campaigns from your phone. To increase engagement, we recommend resending their campaigns to new subscribers and/or non-openers. Now, while viewing a campaign’s performance on the go, it is easier than ever to resend with a new, catchy subject line!

Contact Score (iOS)

If you use the iOS version of the ActiveCampaign mobile app, you can now see “Active” Contact scores in a contact profile, helping you evaluate and prioritize the quality of your leads.

Automation Activity (iOS)

All users on the iOS ActiveCampaign mobile app can now see automations that a contact entered and completed in a contact’s activity feed. With this addition, you can see more clearly how a contact has been nurtured and/or coontacted, and ultimately understand the contact’s history for a better experience.

Field Groups - Contact Edit and Account View (Android)

If you have contact add/edit permission and access to “Accounts” on the ActiveCampaign Android app, you will now see all field groups and custom fields for contacts and accounts as you would normally see them on the desktop version of ActiveCampaign. Custom fields and custom groups are already supported in View Contact and View/Edit Deal.

Field Groups - Deal Add/Edit (Android)

If you have Deal edit/add permissions in your ActiveCampaign Android app, you can now view all fields and field groups as you would on the web application, so you have a cohesive, uniform experience across all channels.

Contact Automations List (iOS)

You can now see a complete list of automations that a contact has been added into and completed in one list view, making it easier to track their past interactions and see a bigger picture of the communications you’ve already sent and how they are being nurtured across the ActiveCampaign platform. You will see the automation as completed or ongoing.

Contact Field Search (iOS)

You can now use the search functionality in the iOS app to search and edit contact fields, instead of scrolling through several field groups to find the one you want to update.

Remove Associated Accounts for a Contact (iOS)

If you’re a user with Account access, you can now remove Account Association from a contact record from the mobile app. Previously, this was only allowed on the web version of ActiveCampaign, but you can now perform this on the go.


June 2020

Campaigns

“Undo” feature in the Campaign Designer

You now have the ability to roll back individual edits in the designer via the ctrl/cmd + Z shortcut or the new “Undo” button in the toolbar. Available to all users that have campaign builder permissions, gives more granular and transparent control over their content creation process.

Conversations

Chatbot Automations (Beta)

Conversations will automate first touch-points, collect data, and help qualify leads from inbound web chat messages. Real-time chat can be a time burden on businesses, so Chatbot automations will allow for more qualification and data collection before an Agent needs to answer.

Adjust layout of visitor detail pane modules

You now have more control by being able to customize your view and optimize your personal workflow within the Conversations inbox. Agents can access settings to configure their personal view of available modules in the visitor detail pane. Adjusting the visibility or order of the modules will only be reflected in the agent’s personal inbox. This updates impacts all Conversations customers.


CRM & Pipeline Management

Date/Time Fields

You can now create Date/Time custom fields on Contacts, Deals, or Accounts. Store more information in ActiveCampaign that will help deliver great experiences for customers. Examples include meeting date/times, or information they’re tracking for SLAs. Available to all users that have access to Contacts, Deals, or Accounts.

Deal Import improvements

You can now define a default on import that lets you quickly get data into the ActiveCampaign without needing to spend time modifying a CSV. Available to all users with access to import Deals.

Improvements include:

+ On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is “off,” meaning existing data will not be overwritten by blank values.
+ Users can choose a default Pipeline, which will be used if a Pipeline has not been defined.
+ Users can choose a default stage (within the chosen Pipeline) if a stage has not been defined.

Account Import improvement

You now have more control over your data when using the Account Import function. On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is off (existing data will not be overwritten by blank values). Available to all users with access to import Accounts.

Mobile

Contact Tab updates (iOS)

You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.

New event types in Contact activity (iOS)

The Contact Activity Tab now shows Campaign Replies and Link Click events. This gives you more information on individual contacts, providing more context or allowing for better troubleshooting.

Opens clicked Deals in the ActiveCampaign app (Android users)

You can now more easily find the correct contact or deal when users share links or click on AC notification emails. 
When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveCampaign mobile app.

Contact Field group ordering (Android)

You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.

Contact Filtering (iOS)

You now can to filter contacts by list, status, and tag in the ActiveCampaign mobile app. See how lists, or the number of contacts with a given tag, are growing. The app now provides this ability while also surfacing a 30 day trend.

Contact Delete (iOS)

You can now delete contacts in the ActiveCampaign app. Accounts can be flooded with incomplete or fake leads. By reintroducing contact delete to our new Contact Profile, users with Contact Delete permissions are enabled to clean up these contacts while on the go.

Deal Custom Field Groups (Android)

You can now see the same groupings and field orders that your web platform view provides.

Reporting & Analytics

“All Automation” Report Update

The All Automations report’s backend framework is migrating in order to resolve specific load time issues and (in extreme cases) where the report would not load at all. Currently available for Trial, Plus, Pro, Enterprise accounts.

May 2020

Apps & Integrations

Twilio Automation Action with Personalization

The Twilio integration lets you send SMS and push notifications from directly within your ActiveCampaign account. The Twilio Automation Action makes it easier for users to automatically send timely notifications about order status, appointment reminders, and more, to customers via SMS. The integration is enabled in just a few short steps from within the automation workflow, so users can seamlessly connect their Twilio account to ActiveCampaign and start sending SMS messages in minutes.

Campaigns

Email Designer Revision History

You can now view a list of all the edits you've made to any given email in the designer. The edit history both describes the nature of the edit (added image) as well as a preview of that version. Upon selecting a given version, users have the option to update their design to reflect that version. Each update is clearly labeled based on the change that occurred (rather than a timestamp).

Chrome Extension

Contact Permissions update

Users who are restricted from viewing certain contacts because of list permissions will now see the side panel showing them that they don’t have access to view the record.

CRM & Pipeline Management

Account Export, Improved Deal Export

You can now export your account, letting you share data outside of ActiveCampaign. Export your accounts from the Account list page, and export all deals in a given pipeline (previously this was limited to 2k per export.) All Deal and Account exports can be seen on the Import/Export Status page in Settings.

Deal + Account Import

You can now bulk import accounts or deals into the CRM. Importing deals and accounts means that users will not need to work out of two systems and can also bulk update their data.

Mobile

New Contact Profile (iOS)

A brand new Contact Profile experience lets you edit contact details, manage notes, tasks and deals related to the contact. Get more context on contacts with a new Activity view: See campaign activity, SMS replies, completed tasks, and notes. The new contact profile offers more information on the contact and an experience more consistent with the web experience. 
This makes managing context and obtaining more contextual information about contacts simpler.

Field groups now fully supported (iOS)

Field groups and custom fields on Contacts, Accounts and Deals now respect the order that users specify on the web app. 
This provides more consistency between web and mobile, as well as more efficiency for users when managing fields.

Opening links to Contacts and Accounts on a mobile device will automatically open the relevant Contact or Account (iOS and Android)

When you open a link to a contact or account on your mobile device, it will take you directly to the relevant object (if you have access to it) in the ActiveCampaign mobile app. This direct navigation makes it easier to find the correct contact or deal when users share links or click on AC notification emails. 


Onboarding

Welcome message for mobile users on the web

Users landing in the platform for the first time from a mobile device will see a modal letting them know that the experience is best optimized for a desktop. They will be instructed to check their email from their desktop, and click the link into the platform to begin setting up their account. They still have the option to continue into the platform if they choose.

Settings — Date & Time Format Selector

Updated date and time format selector. Previously, users set their date and time format preferences using a free text field. Now, the most frequently selected options are selectable via radio button, and a custom option remains for users who prefer a different format.

“Should this be a field?” quiz

We now provide an optional “quiz” users can take before adding new contact custom fields. The three questions will help them determine whether a custom field is the correct entity for the data they’re adding.

Conversations

Welcome Message styling options

You can now use a new styling configuration for Welcome Messages that includes four layout options, along with the ability to control background and text color. Control the look and feel of Welcome Messages, to better reflect your brand.

Conversation History on Deals Overview Page

Agents with proper Deals permissions will now see a “Conversations” tab on the deals overview page. When a known visitor is associated with a deal, their conversation history will be surfaced within this tab on the deal page. This provides a more complete picture for our customers when they’re reviewing a deal, so they can quickly access the contact’s full conversation history, and better understand their needs.

April 2020

Apps & Integrations

Google Contacts and Nimble Automation Actions

The Automation Actions for Google Contacts and Nimble allow customers to create and update ActiveCampaign contacts in their CRM. This action can be triggered by any event, including subscription to a list, opening of an email, or any third party trigger.

Spiffy Native App with Automation Action

The Spiffy Native App allows users to connect Spiffy Checkout pages directly from inside ActiveCampaign, so they can transfer purchase data into ActiveCampaign. Use cases include:

+ Transfer billing and shipping address, along with anything else collected from a Spiffy Checkout page back into ActiveCampaign contact records.
+ Create a new contact (or update an existing contact) in ActiveCampaign when someone completes an order on a Spiffy Checkout page.
+ Set Spiffy Checkout pages as tag purchase goals within Automations.
+ Automatically add a Spiffy-branded tag for a specific Checkout in the contact record of your customers.

Survicate Native App with Automation Action

The Survicate Native App allows users to connect their Survicate account directly from inside ActiveCampaign to transfer survey response data into ActiveCampaign.

+ Access lists of pre-built Survicate surveys directly inside ActiveCampaign.
+ Custom field mapping populates an ActiveCampaign contact’s custom fields with survey responses.
+ Create a new contact in ActiveCampaign when someone fills out a Survicate contact form survey
+ Set Survicate surveys as triggers within Automations
+ Automatically add a Survicate-branded tag for a specific survey in the contact record of customers.

Campaigns

Delete All functionality added to Manage Exclusions

You can now remove all Contacts from the exclusion list with a one-button click.

Chrome Extension

Updated Task Manager

The Task Manager filtering is updated so that, similar to within mobile apps, it shows only tasks for the user and hides tasks on closed deals. The updated design also allows the user to drill into ActiveCampaign if they need further context, as well as easily add new tasks.

Conversations

Feature Awareness Icon

A persistent icon within the inbox that announces the new features that are available within Conversations. This icon will help communicate features that need to be configured within Conversations settings so that users can quickly find the value in new releases.

Mobile

Split Test Reporting Enhancement (Android)

Easily compare how your split tests are performing compared to one another. When viewing the “All Test” view in a Split Test Campaign, users can select a specific metric (i.e. Opens) and see how each test performed in a single view.

Campaign Revenue (Android)

You can now access Revenue attributed to a Campaign.

Split Test Options + Email Ratios (Android)

You can now access the split details you've configured for split test campaigns under the “All Tests” tab. This includes if (and how) a winner will be determined, along with the % of contacts each message will be sent to.

Updated tasks in Deal Detail (iOS)

You can now tap on any incomplete tasks within a deal to view task details (including description, primary contact, and due date).

Recently Viewed Deals (iOS)

Now access up to 20 recently viewed deals when you tap on the search option. This will only show deals viewed on this specific device. This list is cleared when the user logs out.

Onboarding

Recommended Lists - Quick List Setup

When adding lists for the first time, users will be given some recommended list options (like Newsletter, Customers, Prospects, etc) that they can quickly add with a single click.

Reporting & Analytics

Split message drill field for Campaign Performance Report

A new column within the Campaign Performance Report, labeled “Campaign Subject,” allows users to review the performance of split messages by clicking into the campaign message.

March 2020

Campaigns

Resend a campaign to an individual contact

Customers sometimes misplace emails, or get added to lists right after you send an important email out. You can now seamlessly choose to resend a campaign to an individual contact from the contact record. This is only for one-time campaigns and not for automated or recurring campaigns. Available to all accounts.

Make better-informed decisions with data

View how many marked your email as spam when unsubscribing. The unsubscribe report now includes the number of spam complaints received. This can help you understand how many of those who unsubscribed considered your email spam so you can make changes to your approach. Available to all Campaigns users.

Personalization

Slack Automation Action with Personalization (Beta)

The Slack Automation Action makes it easy for you to post messages to any Slack channel you have access to, using the “Post Message to a Slack Channel” automation action. This will help you to communicate with your team about your Activecampaign account. For example, you can use this action to alert a channel whenever a contact or deal reaches a certain score when a contact submits an ActiveCampaign form and Slack. Available to all accounts.

Integrations

View and leverage integration information across the platform

Your Calendly, Typeform and Unbounce integrations are more powerful than ever. You can view tags that are applied to contacts through integrations, as well as trigger automations on events in other platforms. For example, you can trigger automations on new Calendly events, or submitted Typeform and Unbounce forms. Available to any accounts integrating with Typeform, Unbounce and Calendly. More integrations to come.

Conversations

Bring more context to your conversations

You’re no longer in the dark when engaging with a known visitor. Agents now have the ability to view, add, and edit custom field data within the visitor detail pane. Editing field values in the inbox will update the contact record. By surfacing this information, agents now have context when interacting with a visitor. Available to all Conversations users.

Android App

Access your campaign performance at your fingertips with your Android device

Easily check in to see how your campaigns are performing, and make sure everything is on track. Access unique opens, unique clicks, and see how each link is performing. Check to see if a winner has been determined for your split campaign and how each test is performing. Render a preview of your sent campaign. Available to all Android users with Campaign reporting access.

Communicate with your contacts more seamlessly

On Android, you can now tap the message icon on the contact profile which will open up the messages app with the contact’s number pre-populated.

iOS App

See your split test performance side by side on iOS

It is now easier than ever to compare how the performance of your tests side by side. Simply select the performance metric you are interested in digging into and you will be able to see how the campaign performed as a whole, along with the variation of each test all in one view. Available to all iOS users with Campaign reporting access.

Work more flexibly with these mobile app improvements

Scan business cards on the go. Manually adding contact info isn’t ideal when meeting new contacts on the go. You can now quickly snap a photo of the business card and add them to your growing contact list. This is currently available on iOS only.

Easier deal sharing for better collaboration

When collaborating with teams, having the ability to share and direct someone to a specific place - through their preferred communication channel - is common. Now it’s simple to do when sharing Deals in ActiveCampaign. This is currently available on iOS only.

Communicate with your contacts more seamlessly

On iOS, you can select your default e-mail client that will open up any time you select the email contact option. This option can be configured in the settings tab of your app.

Ecommerce

Provide a more tailored ecommerce customer experience

Further target your customers by segmenting on discount codes used in orders. There are two new conditions: “Has used discount code” and “Has not used discount code”. You can easily select from a list of discount codes used when setting up these two segment conditions.

Security

A more secure experience

Account admins can now enable a session timeout. This is an account-level security setting that will log a user out if they are idle for a set period of time. While enabling this setting is not required, it is highly recommended as it will provide an additional layer of security and prevent unauthorized account access. Available to all admin users.

Read more on our Help Article.

February 2020

Conversations

new Welcome Message for the chat widget

Chat needs to be both proactive and reactive. You now have the ability to grab the attention of website visitors by displaying a proactive message that will encourage engagement with the web chat widget. This message can be created and managed within the Conversations’ settings page. Available to all accounts with Conversations.

enhancement Ecommerce widget surfaced in the visitor detail pane.

For Conversations accounts that have an eCommerce deep data integration, you will now be able to see an overview of a contact’s previous order history as well as abandoned cart information all within the context of the Conversations inbox.

If a known visitor has eCommerce data, a new widget will dynamically display within the visitor detail pane providing the following:

  • Total Revenue; Total # of Orders, and Average Order Value
  • Order search box to quickly search a contact’s order history
  • Order snapshots that will provide an overview of the details for that specific order.

Available to all Conversations accounts with eCommerce deep data integration.

enhancement Deals widget in the visitor detail pane

For users leveraging Deals, a new widget will be exposed within the visitor detail pane for known visitors, providing a seamless experience between the CRM and Conversations inbox. You can now pick up a conversation fully informed on the relevant background of the visitor or quickly add them to a pipeline during a conversation.

Available to all Conversations customers with Deals access and permissions.

Contacts

enhancement Configurable Contact Exports

You can now choose which information you’d like included in your exports, allowing for more flexibility. Default fields always included, but you can choose whether to include tags, lists, custom fields, accounts, and contact scores. Available to all accounts.

Mobile

new iOS - Campaign Reporting Details

Available on iOS, you can now dive into details for sent campaigns. You can access performance metrics (such as unique opens, unique clicks broken down by link, revenue, etc), toggle between split test messages and see if a winner has been determined, see the last time an automation email was sent. This also includes the ability to preview emails and view configuration details (i.e. subject, preheader). Available to all accounts.

new Android - View recently created Contacts and Accounts

When you access the Contact tab, you will now see a list of recently created Contacts and Accounts you have permission to view sorted by most recent create date. We limit this to 100 Contacts and 100 Accounts. Previously, you could only search for individual contacts or accounts. Now, you can quickly access recent Contacts or Accounts which allows you to be proactive and reduce time to action with new prospects. Available to all accounts.

Automations

enhancement Update Date Based Trigger includes Deal Fields

The date-based automation trigger now includes Deal Date fields (standard and custom) allowing users to trigger automations around values like forecasted close, renewal, or next call dates. Available to all Plus and above plan tiers.

Ecommerce

enhancement New segment conditions for your connected eCommerce stores.

If you have multiple eCommerce stores connected to your ActiveCampaign account you can now segment the following by each store:

The following eCommerce segment conditions now allow filtering by all stores that are connected to the ActiveCampaign account:

  • Has made a purchase / Has not made a purchase
  • Has opted into marketing / Has not opted into marketing
  • Has abandoned cart / Does not have abandoned cart (BigCommerce and Square stores will not be available for these conditions)
  • Has recovered abandoned cart / Has not recovered abandoned cart (BigCommerce and Square stores will not be available for these conditions)

Available to all accounts with connected eCommerce deep data stores.

January 2020

Integrations

new Google Sheets CX App with Automation Action
Google Sheets CX App Integration with Automation Action

What is it? The Google Sheets CX app allows you to seamlessly connect Google Sheets to ActiveCampaign, and update rows with contact data without leaving the platform. This is ActiveCampaign’s first direct integration that includes built-in automation action. 

How is it useful? With any trigger in ActiveCampaign, a new row of contact data is created in Google Sheets. It is accessible in a new CX Apps section in Automations. Log into your ActiveCampaign account and find the Google Sheets CX app in the Automations section to set it up. Setup instructions are available here and are live in our Help Center along with a separate article for FAQs here.


Ecommerce

update Display discount code on order receipt

What is it? When a discount code is used in an order, the code itself will now appear in the order receipt on the contact profile.

How is it useful? If multiple discount codes are used in an order, a line for each individual code will appear on the order receipt. Merchants can now have a complete understanding of which discount codes their customers used.

Display discount code on order receipt

Conversations

update Saved Responses available for inbox composer

What is it? You now have the ability to leverage Saved Responses within the Conversations unified inbox.

Why is it useful? With Saved Responses, you can create and reuse common messages and responses for both chat and email communication channels. You can also keep these responses organized by category by managing them in Settings / Saved Responses.

Please note that at this time personalization tags and text formatting are not supported in Conversations through Saved Responses.

Saved Responses available for inbox composer
update Editing Standard Fields on visitor detail pane

What is it? Agents now have the ability to add and edit Standard Contact Fields for a known visitor.

How is it useful? Within the visitor details pane, an agent can manage these fields within the context of a Conversation without having to solely rely on gathering this information through the auto-reply capture form or manually adding them directly on the Contact Record overview page.

Editing Standard Fields on visitor detail pane

Reports

new New metrics in Campaigns Performance Report

What is it? You can now filter campaign results based off of the date the campaign was initially sent.

Why is it useful? This enables a more holistic view of the campaign’s engagement over time.

New metrics in Campaign Performance Report
new Conversion Attribution Report

What is it? In order to identify trends across customers’ journey, you will now be able to uncover common touchpoints that ultimately lead to conversion.

How is it useful? Using a Last-Touch attribution method, you can now measure the effectiveness of marketing sources and mediums that span the attribution window in order to maximize customer engagement.

Conversion Attribution Report

Mobile

new Links on any iOS device now open in the CRM Deals App

What is it? When you open a link to a deal on an iOS mobile device, it will take you directly to the relevant deal (if you have access to that deal) in the ActiveCampaign mobile app.

Why is it useful? Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails. Get the iOS app here

new Campaign Reporting (beta) in Android app

What is it? This initial release introduces a Campaigns tab that surfaces the most recently sent Campaigns along with the open rate, click rate, and unsubscribe-rate. In order to access this tab, you must have Campaign reporting permissions.

Why is it useful? Having the ability to access your campaign reporting from anywhere gives you the freedom to work flexibly and know how your audience is interacting with your campaign. Get the Android app here

Coming soon: Campaign report details and much more. In the meantime, we welcome all feedback through the survey link available in the current view or reach out directly to us at app-feedback@activecampaign.com, we would love to speak with you!

New to Android: Campaign Reporting (Beta)
update Updated deal cards + improved deal filtering in Android app

What is it? Deal cards now surface the primary contact or account on the deal in order to make it easier to identify the relevant deal. You can also filter by deal status (Open, Won, Lost or All deals) and deal filter settings will persist between app launches.

Why is useful? This makes it easier to find the deal you are looking for with identifiable deal details and you no longer have to reset deal filters each time you launch the app.

Updated deal cards + improved deal filtering in Android app


Deals

update Deal Permissions

What is it? You can now choose to only allow users to see deals they own. You can remove visibility to other deals by removing the “Enable Group Access to All Deals” permission in User Groups.

Why is it useful? Prevent team members from seeing each other’s deals to drive focus on their own pipelines.

Deal Permissions

December 2020

Integrations

new Unbounce Integration with ActiveCampaign
Unbounce integration

What is it? You can now seamlessly connect Unbounce to your Activecampaign account without the need for third-party integrations.

How is it Useful? This native integration captures data from any number of Unbounce landing pages and pulls the information into ActiveCampaign. You can then use this information to create meaningful and personalized actions and communications from your ActiveCampaign account. Log into your ActiveCampaign account and find Unbounce in the Apps section to set it up.

new Calendly Integration
Calendly

What is it? With ActiveCampaign’s native Calendly integration, you can connect your Calendly account to your ActiveCampaign account without the need for third-party connection tools.

How is it useful? This will add or update contacts within ActiveCampaign whenever a meeting is booked in Calendly. You can map key event information from each booked meeting (such as start time, contact name and email, and event name) to standard and custom fields on the contact details page. Plus, with automations you can update deals in your pipeline and send personalized, follow-up messages to boost sales productivity and close more deals faster.

CRM

update Contacts Exporting

What is it? We’ve made improvements to exporting contacts in terms of usability and experience using the tool.

  • Exports will run faster and no longer face any timeouts due to backend improvement.
  • We’ve created an export page where you can navigate to view, download and rerun recent exports.

How is it useful? Now you can export faster and allow exporting to happen in the background so you can navigate away or close your browser. Log into your ActiveCampaign account and find Calendly in the Apps section 1 to set it up.

Contacts Exporting
new Deals for Accounts

What is it? We now offer users the flexibility to manage their CRM in a way that works best works for their business. Deals for Accounts is the B2B-friendly way to manage your customer relationships.

How is it useful? With Accounts, users can now market and sell to customers business to business—and see which contacts are associated with each customer. It also lets folks create a deal on an account with multiple contacts so that you can have one deal, yet see all the different contacts that you’ll need to interact with to close that deal.

Deals for Accounts
update Deal Detail Page

What is it? We’ve also updated the Deal Detail page to provide a more efficient method to capture and find critical information, identify key contacts, and ultimately win more deals.

How is it useful? Here are some of the key feature enhancements to the page:

  • Field grouping for deal fields
  • Ability to assign Roles to contacts on a deal
  • Visibility into how long a deal has been in each stage
  • Auto-saving of deal notes
  • Capturing the Forecasted Close Date of a deal
Deal Detail Page

Reports

new Forecast Reporting

What is it? We’ve rolled out a new report that will allow you to forecast your business by leveraging the historical forecast accuracy of your team.

How is it useful? By using the new Forecasted Close Date field in the CRM, you can project your future business and understand whether your team is on target to hit your sales goals. This will empower you to know not only what’s in your pipeline, but be able to discern what’s actually expected to close.

Forecast Reporting


Mobile

update Deal Updates in Android and iOS
Deal Updates in Android and iOS

What is it? Updates to the deal interface that now show the contact or account associated with the deal and improved on the filtering experience.

Why is it useful? You can save time by being able to more easily identify the deal you’re looking for with key details such as the primary contact or the account associated with the Deal. With the updated filtering design, it is clear whether or not you have a filter applied and you can ensure all expected deals are visible.

enhancement Task Management Enhancements in Android

What is it? When editing a task, you can now select who you would like to assign the task to. Also, task due dates now respects the user’s local timezone.

update View recently created Contacts and Accounts in iOS
View recently created Contacts and Accounts in iOS

What is it? When you access the Contact tab, you will now see a list of recently created Contacts and Accounts sorted by the most recent creation date.

Why is it useful? Closing deals can be a time-sensitive manner. Reduce time to action by easily identifying new prospects to get in touch with.

new Mobile Campaign Reporting Beta in iOS
Mobile Campaign Reporting Beta in iOS

What is it? This initial release introduces a Campaigns tab that surfaces the most recently sent Campaigns along with the open rate, click rate, and unsubscribe-rate.

  • In order to access this tab, you must have Campaign reporting permissions.
  • This view is currently available on iOS only and is coming soon to Android!

Why is it useful? Having the ability to access your campaign reporting from anywhere gives you the freedom to work flexibly and know how your audience is interacting with your campaign.

Coming soon: Campaign report details and much more. In the meantime, we welcome all feedback through the survey link available in the current view or reach out directly to us at app-feedback@activecampaign.com, we would love to speak with you!


Previous releases

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